Episode 65: IPO Access, Dynasty Trusts, and Bitcoin Arbitrage Funds

July 13th, 2026  |  26 mins 11 secs

alternative investments, concentration risk, cryptocurrency investing, dynasty trusts, estate planning, financial independence, gifting strategies, inheritance planning, ipo planning, tax planning, trust strategies

Three listener questions this week: a Bay Area tech executive working out how to get real access to IPOs after landing only 13% of his SpaceX allocation, a family pressure testing whether the ongoing costs of an irrevocable dynasty trust actually pencil out for long-horizon private investments, and a listener weighing whether Bitcoin arbitrage funds are as market neutral as they appear on paper.